Inside Arbitrage Friday Wrap – All Eyes On CPI

FRIDAY WRAP

Our list of curated tweets for the current week

 

Special Situations

Merger arbitrage yields have come in from the summer's panic levels of >15%


People ask why the $TWTR spread is so wide.


Top HackerNews comments on Adobe/Figma acquisition


$NCR NCR to separate into two independent, publicly traded companies


can someone explain IAC to me?


Another large $18 million purchase by the CEO of Medpace Holdings $MEDP.


C-Suite Transitions – Management Shakeups At Shopify and Peloton


Investing

In the last 18 months CPI inflation has surprised to the upside 10 times and to the downside only twice


The fact that CPI was above expectations and core CPI was higher than the prior month despite the big pullback in oil prices is certainly spooking markets today.


We continue to believe we are entering the worst semiconductor downturn in a decade


this bear market is not yet over.


Preliminary DoE data indicates last week the SPR performed **the largest ever weekly oil release**


$GOOG Alphabet's Income Statement.


Housing

SacBee 1988 housing story.


The average rate on a 30-year fixed-rate mortgage is 6.02 percent, up from 5.89 percent the week before.

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